228+ iOS apps curated and reviewed
3Roots Client Portal is the household name in 3roots wealth partners llc, but it's far from the only option. We track 228+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
Manage your property or association with ease. Pay rent or dues, submit maintenance requests, access important documents, and view your lease. Stay connected to your property manager for instant access to essential tools and information.
Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.
Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.
This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.
This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.
Manage your healthcare appointments, messages, and payments from one secure app. Connect with your practitioner, complete paperwork digitally, and join virtual appointments with ease.
Streamline construction projects and business operations. This platform helps professionals reduce delays, minimize communication errors, and enhance client satisfaction. Manage projects, finances, and team collaboration from anywhere.
This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.
Manage your practice on the go with intuitive tools for scheduling, client management, and administrative tasks. This HIPAA-compliant app offers a streamlined experience for clinicians to connect with clients, manage appointments, and access client information securely from their mobile devices.
Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.
Streamline your contracting business with tools for creating professional estimates, sending invoices, and managing projects. Offer client financing, track team time and mileage, and collect payments easily. Showcase completed work and gather client reviews to grow your business.
Build custom mobile apps, web apps, and chatbots without coding. Connect to your cloud data to create forms, capture information, and automate workflows for various business needs.
Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.
Easily create professional mobile web apps for your business, organization, or event without any coding knowledge. Design custom menus, add social feeds, integrate e-commerce, and publish your app.
Securely access and manage your life insurance and annuity policies from your mobile device. View policy details, make payments, set up autopay, and track transactions. Stay connected with agent contact information and receive important alerts.
Securely share files and exchange information with your accountant. Manage your to-do list, upload necessary documents, and ask questions directly to your tax professional through an intuitive mobile interface.
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.